Other · DOL Form 5500 · 2023
Family Resources Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $32,937
- Avg per participant Low balance/head
Official DOL plan name: Family Resources 403(b) Thrift Plan · Sponsored by Family Resources · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 69 participants
Family Resources's Family Resources 403(b) Thrift Plan reported $2M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,531 in Healthcare & Social Assistance (17,684 peers)
Family Resources multi-year trail
Family Resources's plans moved +18.4% in assets from 2022 to 2024; this filing shows Family Resources 403(b) Thrift Plan at $2M / 69 participants.
- #5,531
- in Healthcare & Social Assistance (17,684 peers)
- +13.8%
- assets growth YoY
Family Resources 403(b) Thrift Plan among the smaller filed plans by assets
Family Resources 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,272,681 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Family Resources 403(b) Thrift Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Resources 403(b) Thrift Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Resources 403(b) Thrift Plan reported net income rose from -$198K in the plan year 2022 filing to $275K in the plan year 2023 filing.
- Family Resources 403(b) Thrift Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Family Resources 403(b) Thrift Plan reported participants fell from 75 in the plan year 2022 filing to 69 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 250728060 · Family Resources PY 2023 · Other
Family Resources 403(b) Thrift Plan · $2M · 69 · 32nd
- ASSETS $2M
- PCT 69
- EIN 32nd
- RANK Other
- PHOTO near 403(b) Thrift Plan of Excelth, Incorporated
- IND ind #5531
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Family Resources 403(b) Thrift Plan in the asset neighbourhood
Family Resources multi-year asset trail
Sponsor-wide plan assets over time
All Family Resources plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 18.448237104147612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $2M |
| 2023 | 1 | 69 | $2M |
| 2024 | 1 | 75 | $2M |
Family Resources filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $275K |
| Employer EIN | 250728060 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Family Resources 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Excelth, Incorporated in LA ($2M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
- Urban Corps of San Diego County 403(b) Plan (CA) 69 · 0 off
- The Geological Society of America Retirement Plan (CO) 69 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 69 · 0 off
- Westside School 403(b) DC Plan (WA) 69 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.